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Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.
Drawing from tremendous depth of experience, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.
Drawing from tremendous depth of experience, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
